Core Viewpoint - The battery sector is experiencing significant growth driven by technological advancements and increasing demand, with the Battery 50 ETF (159796) being highlighted as a low-cost investment option in this space [1][3][5]. Group 1: Market Performance - The Battery 50 ETF (159796) opened high but saw a slight decline of 0.19% [1]. - Most component stocks of the Battery 50 ETF experienced a pullback, with notable gains from companies like DLG (over 2%) and CATL (over 1%), while others like Kehua and Sunshine Power saw declines exceeding 1% [3]. Group 2: Technological Advancements - CATL launched several new battery products, including the second-generation supercharging battery with an 800km range and peak performance of 12C, and the "Sodium New" sodium-ion battery series set for production in June and December [3][4]. - BYD introduced the new generation blade battery "MW Flash Charge," capable of achieving 20 km range in 10 seconds and 400 km in 5 minutes [4]. - EVE Energy released high-performance cylindrical batteries with significant improvements in power density and discharge capabilities [4]. Group 3: Supply and Demand Dynamics - In Q1 2025, the demand for batteries surged, with a 52.8% year-on-year increase in power battery installation [5]. - Total production and sales of power and other batteries reached 326.3 GWh and 285.8 GWh respectively, marking year-on-year growth of 74.9% and 73.7% [5]. - Exports of power and other batteries reached 61.5 GWh, a 91.2% increase year-on-year, with significant growth in energy storage battery exports [5].

亿纬锂能再下一城，拿下长安汽车定点！ 3月25日，亿纬锂能发布公告称，近日子公司 亿纬动力收到重庆长安汽车股份有限公司关于HEV电池总成等零部件的供应商定点通知。 亿纬锂能表示，该项目的顺利实施将有助于推动公司在混合动力领域的发展，持续提升公司在新能源行业的市场拓展力、综合实力和国际化水 平。 但项目的进展尚存在不确定性，实际供货量需以正式销售订单为准，对本年度经营业绩的影响暂不确定。 起点锂电注意到，这是亿纬锂能今年以来公开披露的第三个定点项目。 另外2个项目分别是：2月6日公告，亿纬动力收到一汽奔腾汽车股份有限公司关于大圆柱电池的供应商定点通知；3月18日公告，亿纬锂能收 到小鹏汇天供应商定点开发通知书，将为小鹏汇天提供下一代原理样机低压锂电池。 此外，亿纬动力还与海博思创签订合作协议，双方同意建立电芯产品战略采购合作关系，预计2025-2027年度采购总量为50GWh。据测算该订 单总价或达到200亿元。 从所获定点和合作可知，亿纬锂能2025年业务扩张持续加速，不仅在新能源汽车和储能领域更进一步，且在低空飞行等新兴市场也取得实质性 进展。 起点锂电认为，新兴市场是锂电池企业打造业绩新增长曲线的重要领域 ...